Comprehensive Analysis of AI Technology Reshaping Competitive Landscape Across Multiple Industries

Samsung Electronics announced plans to double the number of mobile devices supporting Google Gemini AI features in 2026, from approximately 400 million units in 2025 to 800 million units [1]. This strategic deployment is a milestone:

• Market Scale
  : As the world’s largest supporter of the Android mobile platform, Samsung’s device coverage will significantly expand the user base of Google’s AI ecosystem
• AI Penetration
  : Samsung’s Galaxy AI brand awareness jumped from 30% to 80% in one year, indicating rapid consumer acceptance of AI features [1]
• Strategic Positioning
  : Samsung’s co-CEO clearly stated, “We will apply AI to all products, all functions, and all services as soon as possible” [1]

• Through Samsung’s hardware channels, Gemini AI will gain a huge user entry point
• Occupy a favorable position in the battle for AI model users against competitors like OpenAI [1]

• AI features are shifting from differentiated selling points to standard configurations
• Competition in AI capabilities between devices will move from pure hardware performance to the depth and breadth of AI experiences

• OpenAI’s Atlas Browser
  : Launched in October 2025, built around ChatGPT to deliver an AI-first browsing experience [4]
• Perplexity’s Comet Browser
  : Released in July 2025, focusing on agent search functionality [4]
• Other Competitors
  : AI-native browsers like The Browser Company’s Dia and Arc

• Google Chrome
  : Integrates Gemini AI assistant as an additional feature
• Microsoft Edge
  : Built-in Copilot chatbot
• Mozilla Firefox
  : New CEO stated that AI must be adopted to remain competitive [2, 3]

Traditional browsers like Chrome (approximately 70% market share), Firefox, and Safari are facing a “revival challenge” from AI-native browsers [2, 3]. These emerging products place AI models and agents at the core of the browser, encouraging users to interact via prompts rather than URLs [4].

• Incremental
  : Add AI features to existing browser architectures (Chrome, Edge)
• Revolutionary
  : Redesign browsers with AI at the center (Atlas, Comet)

OpenAI admitted that AI browsers face “long-term security challenges”, and researchers have demonstrated the possibility of manipulating AI browsers through hidden messages in malicious web pages [4]. Such structural security issues require:

• Continuous stress testing
• Faster patch cycles
• Layered defense mechanisms

• Confirmed to launch its first Gemini AI smart glasses in 2026 [5, 6]
• Plans to release audio versions and versions with lens displays
• Reached a $150 million cooperation agreement with Warby Parker to co-develop AI glasses hardware [6]

• Ray-Ban Meta smart glasses achieved “unexpected success” [5]
• The originally planned 2026 launch of Phoenix mixed reality glasses was delayed to 2027 [6, 7]

• ByteDance Doubao AI Glasses
  : Entered the shipping phase and will soon be launched to the market [Original Text]
• Market Position
  : RayNeo became the global leading AR smart glasses brand with a 24% market share in Q3 2025 [7]

Meta CEO Mark Zuckerberg’s statement drew industry attention: “People without AI glasses will be at a disadvantage in the future” [7]. This view redefines smart glasses from “novelty products” to “competitive advantages”, accelerating investment and R&D in the entire industry.

• 2026: Google Gemini glasses and Warby Parker AI glasses planned to launch
• 2027: Meta Phoenix mixed reality glasses delayed to this year
• Other Manufacturers: Amazon is reported to be developing consumer AR glasses to challenge Meta [6]

• Humanoid robot industry investment reached $4.6 billion in 2025, nearly three times that of 2024 [8]
• In Q3, venture capital investments in industrial humanoid robots exceeded those in AI coding startups and large language model developers [8]

• Zhiyuan Robotics
  : Collaborates with MiniMax to promote the implementation of multimodal AI in the robotics field [Original Text]
• Financing Cases
  :
  • Galbot raised $300 million, valuing at $3 billion [8]
  • Robot transaction value reached $8.8 billion in Q2 2025, achieving triple-digit growth [8]

• Goldman Sachs previously predicted the humanoid robot market to reach $38 billion in 2025
• Morgan Stanley more optimistically predicted it to reach $5 trillion by 2050 [8]

Zhiyuan Robotics’ collaboration with MiniMax reflects the practical implementation of “multimodal AI” (including text, voice, images, videos, etc.) in the robotics field. As one of China’s “AI Six Tigers”, MiniMax provides comparable services at about one-tenth the cost of OpenAI [4], which enables large-scale commercial applications.

• In August 2025, at the first World Humanoid Robot Games in Beijing, over 500 humanoid robots competed in projects like hotel room cleaning and obstacle navigation [8]
• Chinese humanoid robots raced against humans in a half marathon [8]
• Pilot applications in industrial manufacturing, logistics distribution, and service industries are accelerating

• Plans to invest 6 billion yuan to build a 500,000-ton lithium iron phosphate (LFP) project [Original Text]
• Background Logic: Demand for lithium battery materials is surging due to electric vehicle and energy storage needs
• Global Trend: IFC invested $50 million to build India’s first integrated battery material factory, producing materials such as LiPF6 and LFP cathode materials, which account for over 50% of the material cost of LFP batteries [Search Result 9]

• Completed a Series A funding round of over $20 million, led by Ant Group [Original Text]
• Product Positioning: AI lifestyle companion with functions like automatic recording, Vlog creation, and personal health monitoring [Search Result 9]
• Market Significance: Reflects the trend of AI hardware evolving from single-function to comprehensive lifestyle assistants

• National railway transportation total revenue exceeded 1 trillion yuan for the first time in 2025 [Original Text]
• Signal Significance: Reflects the continuous improvement of China’s transportation infrastructure and the economic support of digital transformation

• No longer competition in hardware specifications, but in the integration capability of AI ecosystems
• Samsung + Google Alliance vs Apple Self-developed AI vs Huawei HarmonyOS AI

• From tool software competition to AI capability competition
• Traditional browser manufacturers vs AI-native browsers

• From technology demonstration to solving actual user needs
• Zuckerberg’s “disadvantage theory” pushes the industry to position AI glasses as productivity tools rather than toys

• From technology verification scenarios (competitions, demonstrations) to commercial applications (industrial, service industries)
• China shows strong momentum in humanoid robot industrialization

• Rise of China’s “AI Six Tigers” (StepFun, Zhipu AI, Moonlight, MiniMax, 01.AI, Baichuan) [4]
• Advantages of Chinese enterprises in cost control and large-scale application
• US leadership in basic models and high-end hardware

• Regional layout of key supply chains such as battery materials, chips, and sensors
• Countries promote local AI industrial chain development through industrial policies

An industry integration wave is expected from 2026 to 2027:

• The AI browser market may move from current multi-player competition to an oligopoly pattern
• The smart glasses market may establish a dominant platform in 2026-2027
• More mergers, acquisitions, and strategic collaborations may occur in the robotics industry

As AI technology penetrates various industries, the demand for technical standards, safety norms, and interoperability is increasingly urgent:

• AI browsers need a unified security framework to address prompt injection attacks
• Smart glasses need unified operating systems and application development standards
• Robots need universal AI model interfaces and safety protocols

• Companies optimizing user experience for AI browsers and smart glasses
• Sensor and actuator suppliers in the robotics industry
• AI infrastructure and edge computing service providers

• Application development companies with cross-platform AI capabilities
• Operating system and platform providers for AI hardware
• Service-oriented enterprises for commercial robot applications

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[1] Reuters - “Samsung to double mobile devices powered by Google’s Gemini to 800 mln units this year” (https://www.reuters.com/world/china/samsung-double-mobile-devices-powered-by-googles-gemini-800-mln-units-this-year-2026-01-05/)

[2] TechCrunch - “Mozilla’s new CEO says AI is coming to Firefox, but will remain a choice” (https://techcrunch.com/2025/12/17/mozillas-new-ceo-says-ai-is-coming-to-firefox-but-will-remain-a-choice/)

[3] MediaPost - “Firefox Must Adopt AI, Mozilla’s New CEO Says” (https://www.mediapost.com/publications/article/411438/firefox-must-adopt-ai-mozillas-new-ceo-says.html)

[4] Time Magazine - “The Architects of AI Are TIME’s 2025 Person of the Year” (https://time.com/7339685/person-of-the-year-2025-ai-architects/)

[5] CNBC - “Google to launch first of its AI glasses in 2026” (https://www.cnbc.com/2025/12/08/google-ai-glasses-launch-2026.html)

[6] Glass Almanac - “7 AR Moves In 2026 That Could Upend Google, Meta And Amazon – Here’s Why” (https://glassalmanac.com/7-ar-moves-in-2026-that-could-upend-google-meta-and-amazon-heres-why/)

[7] Glass Almanac - “People Without AI Glasses Will Be At A Disadvantage Sparks Industry Rush In 2025” (https://glassalmanac.com/people-without-ai-glasses-will-be-at-a-disadvantage-sparks-industry-rush-in-2025-heres-why/)

[8] Forbes - “2025: Another Year Of Humanoid Hype” (https://www.forbes.com/sites/annatong/2025/12/31/2025-another-year-of-humanoid-hype/)

[9] Robotics & Automation News - “Venture capital and private equity in robotics: Where is the smart money going?” (https://roboticsandautomationnews.com/2025/12/21/venture-capital-and-private-equity-in-robotics-where-is-the-smart-money-going/97794/)